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20130129
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Search Results 0 to 28 of about 29 (some duplicates have been removed)
CNBC
Jan 26, 2013 6:00am EST
, mike. >> let's hope. it's the best january in more than a decade. let's talk about facebook. that is going to be key in earnings next week. obviously this week it was all about apple. but for tech, facebook is going to be the next one. >> facebook, last year was mired with a whole host of reasons, a lot of it with oversupply and misfires in some ways. in a week that saw google have some strong results, facebook you would have thought maybe countered some of the facebook actions they did with their search graph and that sort of thing, next week you'll get got sets. there is a 47 million one in may. the way the stock acted around the lockup in november, who really cares at this point? people really want to see how they are going to get additional revenues out of that billion user base. if they can continue to demonstrate to the street that they can do this, then i think the stock hits 38 at some point this year. >> recoups the ipo level. >> that's the ipo price. i don't think it's going to be an easy road. at the end of the day, if you're long -- i get a ton of questions from people wh
CNBC
Jan 22, 2013 5:00pm EST
10% eps growth given that it has fewer leavers to pull. mike khouw, i'm wondering in the options activity, any indications on where it could go over the next, you know, week or so? >> you know, it's interesting, because there was some bullish active till certainly in google, but there wasn't so much in ibm. they were mostly just trading tight strikes. right around the 200 strike calls was actually where they were playing it. it wasn't a huge, huge move and it looks like they might be getting just enough for a break even. this is pretty much what the options markets were expecting, you know. the google play, it's interesting, people were buying the 750 calls and we haven't quite gotten there. those expire on friday. we still have time yet, though. >> we want to go to jon fortt. he's been monitoring both calls, a very busy and talented man in the afterhours session. jon, what's the latest? >> i got two ears. let me talk about ibm first. really impressive in a couple of areas. one in the bricks. they were up 14% revenue-wise. asia particularly strong overall, up 5%. constant currenc
CNBC
Jan 23, 2013 5:00pm EST
two years since his last tv interview, he's finally ready. >> julia, thanks for that. mike in terms of the options market, they were pricing a 12% move to the up side or down side and look what we have. double that now. >> yeah. it's interesting, because this is actually a stock that moved more than that on average. i mean, if you look at the historic average, you can see recent quarters you saw 20-plus percent moves. but it has averaged 13% over a longer-time horizon so the options market underestimated this time, i think. kind of interesting. but you did see some bullish bets being made. i think that was one way to press to the up side without taking as much risk and that obviously paid off nicely. >> we've talked about netflix now for what -- reed hastings obviously done a nice job navigating, took a broken stock and turned it around. >> took a broken stock in made a broken stock ten years ago. >> but we talked about it when carl icon announced he was in the -- i know we have done street fights on this one and people say it's time to get out now. there might be some more room in thi
CNBC
Jan 28, 2013 6:00am EST
mike will be with us for the rest of the hour. >> and it's time for the global markets report. kelly evans is standing by in london. i could string up a lot of thing to talk to you about, kelly. you're very close to davos. i don't know. we -- i don't really feel like i've missed anything, really. but you're still close. you could have jetted over there easily and joined in with, you know, john legend and charlie thero this e, andrew ross sorkin. >> i was hoping maybe some of those people would use it as an excuse to come through london. ross westgate has been away at davos covering the event. he'll be back tomorrow. i've been holding down the ship in the meantime. i think you get more out of it if you're there, but if you missed it, you're kind of like, yeah, life goes on. we're down by 0.04%. what's interesting is the extend to which people are talking about the rally over here, driven by the same kind of positive mood fundamentals if you want to call it that that's underpinning the rally for u.s. equities. you can take a look at the major indexes, but we're not seeing too much move
CNBC
Jan 29, 2013 2:00pm EST
guest later that might say buy now but that's the evaluation. >> over at stern senior analyst mike ward from that firm joins us now. he's got a buy on the stock. mike, what is the single or most one or two powerful arguments you've got for our audience about why they need to spend their hard earned money on ford stock. >> thanks for having me. first off in europe, mentioned the company did expect a loss of $2 billion in 2013. about half of that or close to a billion dollars, one-time unusual charges that won't occur again in 2014. ford is being very proactive in its restructuring in europe. that's good news. >> sorry, go ahead. >> i'm sorry, go ahead. the second thing i would point to as it relates to ford is the strength in north america. as played with bob shanks, positive pricing in north america along with lower costs. that's the first time i've seen that in the 30 years i followed the group. that's good news. record profitability from north american operations which far outweigh anything happening in europe. >> obviously certainly seems to be the home market carrying them right now
CNBC
Jan 29, 2013 12:00pm EST
mayer, is she jolting the company back to life and should you buy in? let's debate it. mike murphy our bull steve weis our bear. 90 seconds. >> i think we're looking at what yahoo is doing right now. you have the move here. i was actually looking for the stock to go lower on this news. >> such a good run. >> yes. >> the bar was so high. >> right. i think the stock ran up 30% into the announcement of the earnings today so i think it had to, after hours last night traded up to the 21, $22 range and now it is starting to sell off. i think you can actually trade a lot lower than this. >> you know, here is how i look at it. very rarely does a ceo come along embraced by every competitor in the technology world and that is marisa mayer. she still has the honeymoon period going. this was a good quarter. she hadn't been there so long. i'm not involved but looking to get involved. the risk/reward, down side is very limited and she could do something special because she has great contact, is getting great partners and the stock can go into the mid 20s the problem though is the business is slowing
CNBC
Jan 22, 2013 6:00pm EST
>>> time trade time. mike khouw? >> freemort is as cheap as it's been in five years. use calls to press your bullish bets. >> tim? >> tsu. >> guy? >> blackstone, i think will it continue to be a great story. >> karen? >> mhp. liked it for the tweeter. liked it overall. >> pete? >> the beta trade continues to be research in motion. it's going higher. i think you have to switch over to the options. >> all right, thank you so much for watching. see you tomorrow for "squawk on the street" and "fast money" here again at 5:00 p.m. in the web extra, by the way, tweets for tim and pete get answered. meantime, don't go >>> aim i'm jim crimmer and welcome to my world. they are jr are nuts. "mad money," you can't afford to miss it. i'm cramer, welcome to "mad mone money". welcome to cramerica. call me. this week started off with the dow advancing 4.72%. i know companies and i know what to look for. when the biggest and well-known companies report the process is still mistified. i have to tell you what, this morning ver rverizon reported, so important, whether it be the hook ups or the subsid
CNBC
Jan 22, 2013 1:00pm EST
conviction i have. regions financials, the proof is in the earnings report today. stay long. >> mike murphy? >> facebook. i think you can buy the stock here going into the earnings for next week. the set up here, under $31 a share. the next move on facebook has to take out the 32.50 level. i'm still looking for facebook to trade $38 a share this year. >> j.p.? >> johnson and johnson, you are getting a little bit of a gift. this is a 3% yielder, it's on the cusp of breaking out of a ten-year trading range it's been stuck beneath. the story is just beginning with the new ceo, restructuring, fine juf spinoffs. >> and the doctor? >> apg, that will accelerate. certainly the call volume has accelerated today. over 11,000 have already traded halfway through the day. that's way over open interest. so i jumped in here. >> that does it for us. see you tomorrow. "power lunch" starts now. >> "half time" is over, "power lunch" and the second half of the trading day starts now. >>> scott, thank you very much. it's the biggest day for earnings so far this year. big names reporting all day long. we
CNBC
Jan 29, 2013 6:00pm EST
>>> time for the final trade. time to go around the horn. mike khouw? >> i'd buy put spreads in spy and i like chesapeake. >> tim seymour? >> i am buying this dip in jet blue and that latin merge demand. >> guy? >> psx, phillips 66, the gift that keeps on giving. i think it's still going. >> surely you can't be serious. >> i am serious, and please, don't call mill shie shirley. >> anthony? >> i like herbalife at these levels. >> beeks? >> no! >> i tell you, one of the strongest currencies out there is the euro right now. i still like it. above 135, especially fxe, your etf. >> thank you so much for watching. see you tomorrow, 9:00 a.m. "squawk on the street." back here again at 5:00 for more "fast money." don't go anywhere. "mad money" with jim cramer starts right now. launch. ""mad money"" starts right now. >>> i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts. they're nuts. they know nothing. >> i always like to say there's a bull market somewhere. >> "mad money," you can't afford to miss it. >>> hey, i'm c
CNBC
Jan 22, 2013 12:00pm EST
and we're trading the big movers with josh brown and mike murphy and doc, i'm going to you first. >> because you called me joe. >> it's the options market. where you can often see what the market is betting on ahead of earnings like this. what do you do expect or see? >> well, just to give the viewers a little insight here from what the trading perspective and the options floors has judged, ibm ahead of earnings tonight is a $6 straddle at the 195 strike. that's implying a 3% move up or down. volatility is right around 40. so you'd expect that since apple is implying a 7% move it's implied volatility would be double that, you would be right. apple's implied vol at 93 is implying a move of $36 or more for those earnings. google is about the same, a $39 move on a $700 stock. 6.5% let's say. all of these are probably being faded by many investors who last week were very flattered and thinking they knew exactly how to price things because apple pinned right at 500. i don't think we'll pin this week. i think it's going to make a move up or down. my bet is up in apple right now. >> jos
CNBC
Jan 29, 2013 5:00pm EST
this change in the u.s. >> a pot here for dr horton, up 11%. mike khouw? >> so, they beat on earnings almost six sents coming out of 20 cents a year. that's 66 million in net income for the fourth quarter. obviously very pleasant surprise for holders here, but the stock looks rich. if i owned it, i would sell it right now. >> and a pop for the whopper. some people think fast food is to die for. a pennsylvania man who recently passed away made one last stop during his funeral at his favorite restaurant, which was burger king. >> wait a second. he made the stop? >> the driver made the stop on his behalf. anyway -- >> did he drop a whopper inside the coffin? >> the entire funeral procession lined up at the drive through and each person, including the deceased, was given a whopper jr. the king of burgers was buried with his sandwich. glad he got his last wish, i mean. >> tweet to us where guy could make his last stop. >> i wouldn't want to be at the -- i won't say -- afterwards, i mean, that place had to be a mess, the line for the men's room, like, you wouldn't believe. >> all r
CNBC
Jan 21, 2013 3:00pm EST
, holly petrucci, and mike carpenter planned to transfer from shuttle to constellation. they were encouraged when candidate barack obama came to brevard county in 2008, three months before the election. >> i'm gonna ensure that our space program doesn't suffer when the shuttle goes out of service by making sure that all those who work in the space industry in florida do not lose their jobs when the shuttle is retired, because we can't afford to lose their expertise. >> well, we were lied to when obama came through. gave us a lot of hope and supposedly a lot of change. well, i've got change in my pocket, but the hope is gone. >> in 2010, president obama cancelled constellation and turned over development of a new spaceship to private enterprise. then congress dealt another blow by cutting the funding for the obama plan in half. now the workers with that expertise mr. obama referred to are setting course for carole bess. >> and i've had several who've told me, "i was considering suicide before i came to you." >> carole bess is a bankruptcy attorney. what drove them to that point? >>
CNBC
Jan 24, 2013 5:00pm EST
52-week highs. mike noticed unusual activity today. >> we saw that the march puts saw activity. bearish opening buyers there making bets the stock will be below 40.15 by march expiration. a lot of the calls were closing sellers. people might be thinking this one is getting a little exhausted here. >> doc, do you like oracle at this pint? >> overall, yes. and i like them because they've got larry ellison, who is a genius and they've got mark herd who did a nice job and i think he's doing a nice job at oracle. >> catch more options action tomorrow at 5:00 here on cnbc. we've got your first move tomorrow. come back. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. see life in the best light. outdoors, or in. transitions® lenses automatically filter just the right amount of light. so you see everything the way it's meant to be
CNBC
Jan 24, 2013 3:00pm EST
know mike. we date back and did a lot of work together in city holdings so i think he knows what he's put in the chair. he's comfortable with that and has certainly empowered me to take the company forward. >> a friend of the program and comes on the show a lot, one of the investors who wants a dividend. does he call you at all? >> when i got into the job, there's a few things i wanted to be focused on. i said i wanted to get through budget and plan. which need to get through our c-card submission and the management team in place. in addition to that i went out and spent time with clients. i met probably with most or spoke with at a minimum our ten largest shareholders as well as spent time with our regulators so our investors are very important. >> do you feel that the industry is going to face structural change? it seems to me the entire industry, citi included, has been riding a wave of deregulation and globalization for years, economies looking inward and much higher regulation in terms of deregulation. how do you deal with that? >> you see an industry abandoning what they call th
CNBC
Jan 25, 2013 6:00pm EST
." mike in new york. mike. >> caller: hello, dr. jim cramer. snoefius. can you tell me about it? >> yes. i thought the quarter wasn't that bad. they're rurng the t.a.r.p. money. the street didn't like it. street long. i am a buyer of synovus. let's go to todd in florida. todd. >> caller: jim, i love accenture, acm -- >> you're right to love it. >> buy buy buy! >> people decided the quarter was better than expected even though it wasn't. that stock goes higher as doesa cy p. ricky in california. rick. >> caller: ba-ba-ba-boo-yah, jimmy. >> nice stuttering boo-yah. >> caller: high sierra. >> lot of oil there. >> caller: my stock is -- >> i think the yield curve's going to be favorable to them. let's go to paul in colorado. paul. >> caller: boo-yah, national oil -- >> people think the national oil is going to have a bad quarter next week. scuttlebutt. if that is the case -- >> buy buy buy! >> because this company is the best rigged technology in the world i like it. let's go to richard in north carolina. >> caller: camden cpq. >> we looked at this camden and we did like it. self-ma
CNBC
Jan 25, 2013 4:00am EST
"worldwide exchange" from davos. we'll be joined with mike brown. we'll get right to him when we come back. >>> as we can see the focus for the economy in davos, we can see mining and commodity experts. they think they're pretty optimistic for what's to come this year. here is a recap. >> i'm actually a little bit more optimistic that 2013 will see us recovering and, therefore, we take the view that the oil prices for 2013 and that will actually not slow down the growth. as we can see, things coming back. i'm confident that the gold price will continue to go towards 1,800. considering that given any other uncertainties and certainties about, for example, the yen, the new bank of japan policy on inflation targeting, there are a number of very attractive investment assets. >> despite the global economic downturn, 100, 110 has been pretty stable. most of the screens project around the $80 level, 8el 0 to 90, i would say. and governments in the region oil producing governments tend to budget at that sort of level. natural gas, of course, a much bigger variation and the u.s. has become competit
CNBC
Jan 29, 2013 6:00am EST
couple years there might be less sense that we urgently need to fix the deficit problem. mike england from action economics said if we don't solve it now we'll get to the next cycle, as in the next downturn, with nothing in the tank to help the economy. so he's saying let's use this time right now to urgently address the deficit problem. andrew? >> steve, real quick. how does geithner get a 2.2 when he was on the job effectively ultimately saving the economy, and lew, who has never had the job gets a 2.0? >> that is the number that came in. i don't know the reasons for it. there wasn't a lot of commentary. there were -- >> what did paulson -- >> we did not grade paulson. we didn't grade paulson. but this is the -- >> you should >> you come on with a 2.0. you're going to a decent state school. >> i'm having that discussion with my son right now, joe, i don't know about you. >> but a 2.0 my parents would have -- they wouldn't have -- >> grounded. >> i think it was probably worthy of more discussion. it was a long survey this time around and we just asked -- >> i think next survey >> mea
CNBC
Jan 22, 2013 6:00am EST
with you, phil, and i believe mike boyd in talking a little bit about the 747 and the troubles it had. was that a situation where they had to flow down production or were they able to correct it more quickly? >> i'm not sure how much they had to slow down production. that was so long ago it's hard to remember exactly what happened. you're looking at a much more intense situation here because you're ramping up production of the 787. that's a big part of the estimates that wall street's looking at for boeing this year. starting at five right now per month and going up to ten per month. if that doesn't change, then you're going to look at most investors saying, oh, well they'll get through this. if they have to change that it's a totally different ball game. >> phil thank you very much. we'll check back in later. >> hewlett-packard narrowly missed an opportunity to back out of buying autonomy. "the wall street journal" says that auditors spoke with hp days before the acquisition went through, and told the company about an allegation of improper accounting at autonomy. but the auditor sai
CNBC
Jan 29, 2013 9:00am EST
battle royale between ackman and icahn. mike wilson firing back at attempts to break up his company. he joins us in an exclusive interview when we come back. ma] to hold a patent that has changed the modern world... would define you as an innovator. to hold more than one patent of this caliber... would define you as a true leader. ♪ to hold over 80,000... well, that would make you... the creators of the 2013 mercedes-benz e-class... quite possibly the most advanced luxury sedan ever. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket. i'm greg stevens and i helped create fidelity's options platform. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. >>> fertilizer giant agrium fighting
CNBC
Jan 29, 2013 3:00pm EST
14,164. we're awfully close to it. today mike selly is with us from ya finance and randy bateman and peter anderson from congress asset asset management and our own rick santelli. thanks so much for seeing us. thanks for joining us. randy, how are you allocating capital in a market on the doorstep of all-time highs? >> we obviously still like the equity market. you know, there were so many uncertainties coming into this new year, and now a lot of those uncertainties have been wiped away with the budget ceiling and the tax situation that i think gives us a great deal of improvement, but as dandy don used to say when he hosted "monday night live," when it became obvious, he used to sing "turn out the lights, the party is over," and i think that's what's happening now. investors are realizing that the bond market party may be over, and it's time to shift to equities. >> let me ask you again. how are you allocating capital then in. >> we like a lot of sectors in the equity market. we like energy, materials and industrials, and some of the technology names are looking really pretty ri
CNBC
Jan 24, 2013 6:00pm EST
coming up next. >>> time for the final trade. mike coe. >> put spreads traded. i like that. a leveraged bearish spread. >> keith. >> finally looking for shorts where there could be an earnings miss, looking at kimberly clark. >> karen? >> i love the name, but it's hard to say good-bye so you got to sell some realology. >> you have to sell realology. >> yes. >> tempur-pedic, strong options on tpx, it just is filling in the after-hours a big gap it created last year. watch that one tomorrow. >> i'm melissa lee. thank you for watching. back here again at 5 for options action followed by money in motion. don't go anywhere. jim's got the ceos of adnet and tim kin. that begins right now. >>> i'm jim cramer. and welcome to my world. you need to get in the game! going out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere, and i promise -- "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, my job is knot just to entertain you but to tea
CNBC
Jan 25, 2013 2:00pm EST
from david einhorn, oh, conference calls lining mike wallace -- >> two point, if i may. one is that in terms of einhorn, he is totally flat right now when it comes to herbalife. there was a period last year where he was short hernal herbalife. i looked into the mechanics of it, he said 20 million shares short. that was roughly the short interest at the time. as you know, that interest level is delayed and probably artificially low because of how it is reported. if you wanted to join him and go short as well, it is harder an more expensive, right? if he add big majority of the interest. it is hard to go short as well, right? >> you have to borrow shares and they can charge you a certain amount for that. but it is really important, people at home to realize, listen, you got to do work if you're in this to try to short squeeze or go into zero. they do have -- these guys have unlimited firepower, both sides. and you know, it is in -- >> it is incredible that ackman says it is going to 0. >> you need mary jo white, you need everybody to come in and say, i'm shutting this down. arthur anders
CNBC
Jan 23, 2013 12:00pm EST
various stocks, mcdone 23458d's mike can i, certain levels are where you need to take it off. now that the earnings are out, it's time to get out of this stock i think and wait again for an opportunity near 190. >> coming up,m donald's showing signs of life after a disappointing 2012. >>> and is washington about to extend the rally on wall street another three months? we're live in d.c. where a key vote on extending the debt ceiling is just minutes away. >>> and you asked for it on twitter and we're going to deliver with four plays on four stocks so you can make your trades. lots more "halftime report" is on the way. [ male announcer ] this is joe woods' first day of work. and his new boss told him two things -- cook what you love, and save your money. joe doesn't know it yet, but he'll work his way up from busser to waiter to chef before opening a restaurant specializing in fish and game from the great northwest. he'll start investing early, he'll find some good people to help guide him, and he'll set money aside from his first day of work to his last, which isn't rocket science. it's
CNBC
Jan 23, 2013 6:00am EST
blankfein on our program on "squawk" on friday and talk to him about his views going on and mike corbit from citigroup is also here. among the hedge fund managers here. dan lobe is a regular and paul singer we talked in the last hour from elliott management. one that might surprise you. steve cohen, amid this big investigation on insider trading is in davos. a number of people have seen him walking around saying hello to people. i don't know if he's talking about the investigation. at a time you might think he would hide, he is out and about. a lot of people talking about who is not here almost sometimes as important as who is on the list. among those who are not coming this year, some big questions about what this means, what it says about davos. the whole google contingent, they used to throw a huge party friday nights the past several years, they opted out completely. what does that mean? bill clinton a regular is not here. and jim bryan and while we're on the air j. they're interviewing derek jeter of all things. i don't know if you can think of derek jeter as a guy at davos. they d
Search Results 0 to 28 of about 29 (some duplicates have been removed)